Message leads on the channel they actually use. This is a no-code guide from 'nothing' to 'sending WhatsApp messages from Salesvora' — written for people who have never touched a developer console.
The quickest way: Connect with Facebook#
Most businesses never need the developer console. Salesvora supports Meta's Embedded Signup, which does the whole setup in a single popup — no app creation, no API tokens, no copying credentials by hand.
Open WhatsApp settings
Click Connect with Facebook
Pick your business and number
Confirm and verify
Before you start (manual setup)#
Keep these ready — it makes the whole process about 45 minutes:
- A business email (avoid a personal
@gmail.comif you can) - Your GST certificate, Shop & Establishment licence, or Udyam certificate
- A utility bill or bank statement (under 3 months old) with your business name & address
- A phone number that is not currently active in the WhatsApp or WhatsApp Business app
- About 45 minutes of focused time (plus a 1–3 day wait for verification)
Manual setup, step by step#
Create a Meta Business account (~5 min)
Already run Facebook or Instagram ads? You already have this — skip to step 2.
Verify your business (10 min filing + 1–3 day wait)
Get a dedicated phone number ready (~10 min)
Create a WhatsApp app in Meta for Developers (~10 min)
Add and verify your number (~5 min)
Generate a permanent access token (~5 min)
whatsapp_business_messaging and whatsapp_business_management permissions. Copy it immediately — it's shown only once.Paste your credentials into Salesvora#
In the app, open Settings → WhatsApp and enter the three values you collected: Phone Number ID, WABA ID, and your System User access token. Click Verify and Connect — Salesvora validates them with Meta and configures the inbound webhook automatically.
- 1Create a Meta app at developers.facebook.com → add WhatsApp
- 2Register your business number; copy the Phone Number ID + WABA ID
- 3Generate a permanent System User token in Business Settings
- 4Paste all three here — webhook is configured automatically
Once connected#
- You can message leads on WhatsApp directly from their profile.
- Incoming WhatsApp messages create or update leads automatically.
- On Max, the engagement bot can greet and qualify every new lead instantly.
Connection Health#
Once WhatsApp is connected, Settings → WhatsApp shows a Connection Health panel. It asks Meta about your account and reports back in plain language, so you find out why sending is blocked without digging through the Meta dashboards. Click Re-check after fixing anything.
It checks:
- Business verification — whether Meta has verified your business.
- Number type — including whether the number is running in Coexistence mode.
- Payment method — whether a billing method is attached to the account.
- Display name — the status of the sender name shown to customers.
- Messaging health — your quality rating and current messaging limits.
Repairing or disconnecting#
If a connection half-completes — for example the popup closed early — use Repair connection to finish the setup without going through Embedded Signup again. Disconnect removes the WhatsApp connection from Salesvora.
Common issues#
Business verification got rejected#
Almost always a document mismatch. Make sure the business name and address are identical across every uploaded document, including punctuation (“ABC Pvt Ltd” vs “ABC Private Limited” will be rejected), then re-submit.
“Phone number already in use”#
The number is still active in the WhatsApp or WhatsApp Business app. Open that app, go to Settings → Account → Delete account, wait ten minutes, and try again.
My display name was rejected#
Meta is strict: no all-caps, no “official”, no emojis, and it should match your registered brand. Try your business name as written on your website.
The token expired after 24 hours#
You used the temporary one. Generate a permanent token via Business Settings → System Users → Generate New Token with the whatsapp_business_messaging permission.